MayTech Global Investments, LLC Long-Term Concentrated

CIK: 0001731134 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $987,716 (100.0% shares, 0.0% debt)

Holdings (27)

New Positions (4)

LLY ELI LILLY & CO 2.5%

Value ($000) $24,417 Shares 22,714 Est. Cost $955.55 Unrealized 0.0%

SE SEA LTD 1.6%

Value ($000) $15,745 Shares 123,418 Est. Cost $127.58 Unrealized —

ACWI ISHARES TR 0.5%

Value ($000) $4,824 Shares 34,093 Est. Cost $141.50 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.0%

Value ($000) $355 Shares 2,513 Est. Cost $141.12 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	22,714	$24,417	2.5%	$955.55	0.0%	COM	532457108
SE	SEA LTD	123,418	$15,745	1.6%	$127.58	—	SPONSORD ADS	81141R100
ACWI	ISHARES TR	34,093	$4,824	0.5%	$141.50	—	MSCI ACWI ETF	464288257
VT	VANGUARD INTL EQUITY INDEX F	2,513	$355	0.0%	$141.12	—	TT WRLD ST ETF	922042742

Increased Positions (6)

ISRG INTUITIVE SURGICAL INC 4.1%

Value ($000) $40,189 (+29.5%) Shares 70,955 (+2.2%) Est. Cost $344.09 Unrealized +54.7%

NOW SERVICENOW INC 3.8%

Value ($000) $37,588 (-17.1%) Shares 245,366 (+397.9%) Est. Cost $159.57 Unrealized +7.5%

AMZN AMAZON COM INC 7.0%

Value ($000) $69,066 (+7.0%) Shares 299,216 (+1.7%) Est. Cost $143.14 Unrealized +59.8%

CRM SALESFORCE INC 3.6%

Value ($000) $35,244 (+14.1%) Shares 133,036 (+2.1%) Est. Cost $173.97 Unrealized +42.6%

MMYT MAKEMYTRIP LIMITED MAURITIUS 2.5%

Value ($000) $25,138 (-11.1%) Shares 306,113 (+1.3%) Est. Cost $45.65 Unrealized +79.7%

MA MASTERCARD INCORPORATED 4.7%

Value ($000) $46,673 (+1.8%) Shares 81,750 (+1.4%) Est. Cost $273.95 Unrealized +104.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISRG	INTUITIVE SURGICAL INC	70,955 (+2.2%)	$40,189 (+29.5%)	4.1%	$344.09	+54.7%	COM NEW	46120E602
NOW	SERVICENOW INC	245,366 (+397.9%)	$37,588 (-17.1%)	3.8%	$159.57	+7.5%	COM	81762P102
AMZN	AMAZON COM INC	299,216 (+1.7%)	$69,066 (+7.0%)	7.0%	$143.14	+59.8%	COM	023135106
CRM	SALESFORCE INC	133,036 (+2.1%)	$35,244 (+14.1%)	3.6%	$173.97	+42.6%	COM	79466L302
MMYT	MAKEMYTRIP LIMITED MAURITIUS	306,113 (+1.3%)	$25,138 (-11.1%)	2.5%	$45.65	+79.7%	SHS	V5633W109
MA	MASTERCARD INCORPORATED	81,750 (+1.4%)	$46,673 (+1.8%)	4.7%	$273.95	+104.0%	CL A	57636Q104

Exited Positions (1)

NVO NOVO-NORDISK A S 2.2%

Value ($000) $21,476 Shares 387,083 Est. Cost $99.31 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVO	NOVO-NORDISK A S	387,083	$21,476	2.2%	$99.31	—	—	670100205

Decreased Positions (4)

GOOG ALPHABET INC 9.5%

Value ($000) $93,613 (+26.6%) Shares 298,314 (-1.7%) Est. Cost $129.10 Unrealized +121.8%

NVDA NVIDIA CORPORATION 18.0%

Value ($000) $177,504 (-6.0%) Shares 951,762 (-6.0%) Est. Cost $92.70 Unrealized +100.8%

GOOGL ALPHABET INC 2.9%

Value ($000) $28,305 (+27.3%) Shares 90,430 (-1.1%) Est. Cost $107.31 Unrealized +166.1%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%

Value ($000) $313 (-10.1%) Shares 622 (-10.1%) Est. Cost $281.46 Unrealized +76.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	298,314 (-1.7%)	$93,613 (+26.6%)	9.5%	$129.10	+121.8%	CAP STK CL C	02079K107
NVDA	NVIDIA CORPORATION	951,762 (-6.0%)	$177,504 (-6.0%)	18.0%	$92.70	+100.8%	COM	67066G104
GOOGL	ALPHABET INC	90,430 (-1.1%)	$28,305 (+27.3%)	2.9%	$107.31	+166.1%	CAP STK CL A	02079K305
BRK/B	BERKSHIRE HATHAWAY INC DEL	622 (-10.1%)	$313 (-10.1%)	0.0%	$281.46	+76.8%	CL B NEW	084670702

Unchanged Positions (13)

META META PLATFORMS INC 8.1%

Value ($000) $80,227 Shares 121,534 Est. Cost $298.18 Unrealized +123.8%

MELI MERCADOLIBRE INC 5.1%

Value ($000) $50,804 Shares 25,216 Est. Cost $941.89 Unrealized +123.0%

UBER UBER TECHNOLOGIES INC 2.7%

Value ($000) $26,928 Shares 329,556 Est. Cost $71.89 Unrealized +25.2%

ASML ASML HOLDING N V 4.1%

Value ($000) $40,408 Shares 37,763 Est. Cost $693.65 Unrealized —

PANW PALO ALTO NETWORKS INC 3.6%

Value ($000) $35,593 Shares 193,227 Est. Cost $152.78 Unrealized +32.0%

AAPL APPLE INC 4.3%

Value ($000) $42,810 Shares 157,467 Est. Cost $142.66 Unrealized +88.1%

NU NU HLDGS LTD 2.9%

Value ($000) $28,271 Shares 1,688,819 Est. Cost $12.26 Unrealized +31.1%

HDB HDFC BANK LTD 1.3%

Value ($000) $13,020 Shares 356,320 Est. Cost $48.31 Unrealized —

SYK STRYKER CORPORATION 1.7%

Value ($000) $16,920 Shares 48,135 Est. Cost $248.26 Unrealized +46.4%

DXCM DEXCOM INC 2.1%

Value ($000) $20,253 Shares 305,149 Est. Cost $86.39 Unrealized -25.2%

BKNG BOOKING HOLDINGS INC 3.3%

Value ($000) $33,072 Shares 6,169 Est. Cost $2741.66 Unrealized +87.4%

MSFT MICROSOFT CORP 0.0%

Value ($000) $217 Shares 448 Est. Cost $432.38 Unrealized +15.8%

IVV ISHARES TR 0.0%

Value ($000) $219 Shares 320 Est. Cost $669.38 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
META	META PLATFORMS INC	121,534	$80,227	8.1%	$298.18	+123.8%	CL A	30303M102
MELI	MERCADOLIBRE INC	25,216	$50,804	5.1%	$941.89	+123.0%	COM	58733R102
UBER	UBER TECHNOLOGIES INC	329,556	$26,928	2.7%	$71.89	+25.2%	COM	90353T100
ASML	ASML HOLDING N V	37,763	$40,408	4.1%	$693.65	—	N Y REGISTRY SHS	N07059210
PANW	PALO ALTO NETWORKS INC	193,227	$35,593	3.6%	$152.78	+32.0%	COM	697435105
AAPL	APPLE INC	157,467	$42,810	4.3%	$142.66	+88.1%	COM	037833100
NU	NU HLDGS LTD	1,688,819	$28,271	2.9%	$12.26	+31.1%	ORD SHS CL A	G6683N103
HDB	HDFC BANK LTD	356,320	$13,020	1.3%	$48.31	—	SPONSORED ADS	40415F101
SYK	STRYKER CORPORATION	48,135	$16,920	1.7%	$248.26	+46.4%	COM	863667101
DXCM	DEXCOM INC	305,149	$20,253	2.1%	$86.39	-25.2%	COM	252131107
BKNG	BOOKING HOLDINGS INC	6,169	$33,072	3.3%	$2741.66	+87.4%	COM	09857L108
MSFT	MICROSOFT CORP	448	$217	0.0%	$432.38	+15.8%	COM	594918104
IVV	ISHARES TR	320	$219	0.0%	$669.38	—	CORE S&P500 ETF	464287200